Dennis Zacharopoulos in

Dennis Zacharopoulos

Inquirer · DISC type cd
Financial Advisor at Corporate Plans Retirement Strategies LLC
📍 New York, New York, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overviewLogin to view overview
Experience
39 Years
Current Role
Financial Advisor
Location
New York, New York, United States
Personality Overview

How Dennis shows up

Demanding
Upfront
Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Dennis cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

8-2023
Financial Advisor
Corporate Plans Retirement Strategies LLC
9-2018 - 8-2023
Strategist/Financial Advisor
True North Financial Solutions
1-2018 - 2-2019
Management Consultant and Project Manager
Innovation, transformative, or strategic projects
3-2001 - 11-2017
Engagement Manager/ Program and Project Manager / PMO Head / Credit Risk Modeling
ICAP Group
1-1997 - 5-2000
SBFS Customer Value Management / S&O BPR Project Manager
Chase Manhattan Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1984 - 1988
MPhil
Columbia University
1979 - 1983
Bachelor’s Degree
Purchase College, SUNY
Education details unavailable
Purchase College, SUNY
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Dennis. Free, 10 seconds.